Civic Intelligence

Broomtree Foundation

990PF • Fiscal year 2015 • EIN 46-1592255

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 08, 2016

Organization Profile
16602 Flying Jib RoadCornelius, NC 28031

(248) 567-7400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.00x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.00x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

89%

Higher net margin than 89% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

93rd percentile

64%

Faster asset growth than 93% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

71%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,594,304

Up $1,017,154 (+64%) from 2014

Net Assets

Up

$2,594,304

Up $1,017,154 (+64%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin89th percentile

Revenue

Up

$1,138,570

Up $473,717 (+71%) from 2014

Expenses

Up

$120,366

Up $40,606 (+51%) from 2014

Net Income

Up

$1,018,204

Up $433,111 (+74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1,577,150Liabilities 2014: $1Net Assets 2014: $1,577,1502014Assets 2015: $2,594,304Liabilities 2015: $1Net Assets 2015: $2,594,3042015Assets 2016: $3,580,259Liabilities 2016: $0Net Assets 2016: $3,580,2592016Assets 2017: $3,445,513Liabilities 2017: $0Net Assets 2017: $3,445,5132017Assets 2018: $3,737,606Liabilities 2018: $0Net Assets 2018: $3,737,6062018Assets 2019: $3,853,512Liabilities 2019: $1Net Assets 2019: $3,853,5122019Assets 2020: $4,149,906Liabilities 2020: $157,000Net Assets 2020: $3,992,9062020Assets 2021: $4,107,075Liabilities 2021: $25,000Net Assets 2021: $4,082,0752021Assets 2022: $3,777,913Liabilities 2022: $1Net Assets 2022: $3,777,9132022Assets 2023: $3,641,368Liabilities 2023: $1Net Assets 2023: $3,641,3682023Assets 2024: $3,329,411Liabilities 2024: $0Net Assets 2024: $3,329,4112024

Highlighted filing

2015

Assets$2,594,304
Liabilities$1
Net Assets$2,594,304
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,009,552Expenses 2013: $14,000Net Income 2013: $995,5522013Revenue 2014: $664,853Expenses 2014: $79,760Net Income 2014: $585,0932014Revenue 2015: $1,138,570Expenses 2015: $120,366Net Income 2015: $1,018,2042015Revenue 2016: $1,073,704Expenses 2016: $87,137Net Income 2016: $986,5672016Revenue 2017: $181,568Expenses 2017: $382,667Net Income 2017: -$201,0992017Revenue 2018: $648,347Expenses 2018: $211,412Net Income 2018: $436,9352018Revenue 2019: $591,112Expenses 2019: $228,175Net Income 2019: $362,9372019Revenue 2020: $444,622Expenses 2020: $244,731Net Income 2020: $199,8912020Revenue 2021: $358,407Expenses 2021: $308,906Net Income 2021: $49,5012021Revenue 2022: $445Expenses 2022: $299,045Net Income 2022: -$298,6002022Revenue 2023: $122,269Expenses 2023: $257,911Net Income 2023: -$135,6422023Revenue 2024: $233,884Expenses 2024: $545,152Net Income 2024: -$311,2682024

Highlighted filing

2015

Revenue$1,138,570
Expenses$120,366
Net Income$1,018,204
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Mar 8, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY PROVENZANODirector-$0--
SHERYL PROVENZANODirector-$0--
AUTUMN PROVENZANODirector-$0--
Filing and Contact Details

Filer

Filer Name
Broomtree Foundation
EIN
46-1592255
Phone
2485677400
Address
16602 FLYING JIB ROAD, CORNELIUS, NC 28031

Signing Officer

Name
Sheryl Provenzano
Title
Director
Phone
2485677400
Signed
2016-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Mckinzie Thompson & Van Dyne Pllc
Address
831 E MOREHEAD ST STE 640, CHARLOTTE, NC 28202-2777
Preparer
Carter Thompson
Phone
7043351450
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GREGORY PROVENZANO
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHERI PROVENZANO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016602 FLYING JIB ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CORNELIUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07046080129
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GREGORY SHERYL PROVENZANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER CHRISTIAN MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER CHRISTIAN MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER CHRISTIAN YOUTH MINISTRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER CHRISTIAN MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FURTHER CHRISTIAN MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CROSS EXAMINED ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ABOVE & BEYOND FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUTH COMMISSION INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THRIVE WORSHIP CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WITH OPEN EYES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 78956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19735 CALDWELL COMMONS CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24100 COCA-COLA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3401 PITTS SCHOOL ROAD SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44100 COCA-COLA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORNELIUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt094500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049498
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt045002
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125573
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt045002
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GREGORY SHERYL PROVENZANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016602 FLYING JIB ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORNELIUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028031
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01008494
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0273478
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1161029
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2573987
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02666 SHS VANGUARD MIDCAP GROWTH
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11520 SHS VANGUARD SMALL CAP VALU
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc217211 SHS VANGUARD VALUE IDX ADM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22014-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SECTION 4940 EXCISE TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013451
TaxesSchedule/TaxesDetail/Amt0891
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0891
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL PROVENZANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02485677400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOMTREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0461592255
ReturnHeader/Filer/PhoneNum02485677400
ReturnHeader/Filer/USAddress/AddressLine1Txt016602 FLYING JIB ROAD
ReturnHeader/Filer/USAddress/CityNm0CORNELIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270559748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKINZIE THOMPSON & VAN DYNE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0831 E MOREHEAD ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022777
ReturnHeader/PreparerPersonGrp/PhoneNum07043351450
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARTER THOMPSON
ReturnHeader/ReturnTs02016-03-10T10:43:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,594,304
Liabilities
$1
Net assets
$2,594,304
Revenue
$1,138,570
Expenses
$120,366
Net income
$1,018,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.23$0.55$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.12$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.00$0.30$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.03$4.08$0.36$0.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.16$3.99$0.44$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.59$0.23$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.65$0.21$0.44
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$1.07$0.09$0.99
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$1.14$0.12$1.02
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.66$0.08$0.59
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$1.01$0.01$1.00